Client Relationship Manager – Retirement Services

Foundation Risk Partners

. Provide comprehensive relationship management support to Retirement Plan Advisors .

Posted 10/8/2026full-timeRemote • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in ERISA and 401(k) plan administration, providing relationship management and compliance support to retirement plan advisors and clients. Proficient in analyzing complex regulatory issues and developing tailored retirement plan solutions while maintaining accurate records and documentation.

Highest-signal resume keywords

ERISA Compliance Expertise401(k) Plan AdministrationSalesforce CRM ProficiencyClient Relationship ManagementRegulatory Standards Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

401(k) Plan DocumentationRegulatory FilingsData AnalysisProposal PreparationClient Needs Assessment

Soft Skills

Interpersonal CommunicationAttention to DetailProject ManagementWritten CommunicationVerbal Communication

Tools & Technologies

Salesforce CRMMicrosoft Office Suite

Certifications & Qualifications

ASPPACEBSQKA

Industry Keywords

DOL StandardsIRS RegulationsPBGC ComplianceFiduciary ResponsibilitiesInvestment Options

About the role

Key responsibilities & impact

Provide comprehensive relationship management support to Retirement Plan Advisors
Serve as an internal ERISA and 401(k) expert, advising on DOL, IRS, PBGC, and other regulatory standards
Research and analyze complex ERISA-related issues and explain them to advisors and clients
Assist with 401(k) plan documents, amendments, and regulatory filings
Support advisors in explaining fiduciary responsibilities, investment options, fee structures, and withdrawal strategies
Act as a trusted contact for retirement plan and 401(k) clients
Prepare data, reports, and customized proposals for client meetings
Identify client needs and opportunities and help develop tailored retirement plan solutions
Coordinate communication between field advisors and internal departments
Support onboarding of new retirement plan clients and ensure documentation is complete and compliant
Respond to client inquiries regarding plan administration and participant questions
Maintain accurate client and plan records in Salesforce CRM
Prepare client-facing materials and presentations
Diagnose issues and provide client-driven solutions meeting IRS regulatory requirements

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Accounting, or a related field
2–5 years of experience working with retirement plans, particularly 401(k) plans, in a client-facing, compliance, or administrative capacity
Experience supporting advisors and/or clients in a retirement plan or financial services environment
Strong interpersonal, written, and verbal communication skills
High attention to detail and ability to manage multiple projects simultaneously
Proficiency with CRM systems; Salesforce preferred
Proficiency with Microsoft Office Suite
ASPPA, CEBS, QKA, or other designations related to 401(k) plan administration or ERISA compliance are a plus
Must reside in the EST timezone

Benefits

Comp & perks

Medical, vision, and dental benefit options
401(k) with company match
Company-paid life insurance
Short-term disability (STD)
Long-term disability (LTD)
PTO starting at 18 days per year
10 paid holidays
2 floating holidays